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Earnings Insights for Q3 – Peloton & Hello Fresh

Source: https://www.similarweb.com/corp/blog/similarweb-quarterly-earnings-insights-for-q3-peloton-hello-fresh/

Ahead of the Peloton and Hello Fresh quarterly earnings reports we have used our data to explore some insights into the online performance of the companies:

  • Monthly unique visitors (MUVs) to Peloton’s login domains in the US, UK and Canada dropped QoQ
  • Hello Fresh in the US receives more monthly unique visitors (MUVs) to its site than competitors and experienced 37.5% YoY growth in the quarter

Peloton

The average number of monthly unique visitors (MUVs) to Peloton’s login page (members.onepeloton.com) in the US dropped QoQ in Q3, as expected, as COVID-19 lockdown measures started to ease. That said the number remained significantly higher than MUVs in 2019 and Q1 2020 and represents 293% YoY growth.

Hello Fresh

The US continues to be Hello Fresh’s single largest market and compared to competitors in the region the site is doing well. Monthly unique visitors (MUVs) to hellofresh.com in the US are higher than MUVs to blueapron.com and sunbasket.com. YoY growth in MUVs to hellofresh.com was 37.5% in Q3 compared to -15.6% for blueapron.com and 28.9% for sunbasket.com.

To learn more about the data behind this article and what Similarweb has to offer, visit https://www.similarweb.com/.

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ForwardKeys is one of the leading travel analytics firms that provides investment firms with alternative and predictive data on the travel industry. Data is offered both on the demand and the offer-side of the aviation market.

Actual Air Reservations is an aggregation of flight bookings made via the Global Distribution Systems. Exclusive agreements make that global travel data is available, including regions that are generally difficult to track. This data contains valuable insights into the profile, behaviour, and impact of events on past, present and future air travellers.

Seat Capacity provides insights into the scheduled flights from 99% of global commercial airlines.

Financial institutions use this data for artificial intelligence and predictive models to forecast the performances of businesses. Combined, the datasets can provide insights into the financial health of businesses operating in the travel and tourism industry. This list contains companies like airlines, airplane leasing companies, oil companies, hotels and travel agencies.

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LET US HELP

Data is changing the speed of business. Investors, Corporations, and Governments are buying new, differentiated data to gain visibility make better decisions. Don't fall behind. Let us help.

DATA PROVIDER SPOTLIGHT

ForwardKeys

ForwardKeys is one of the leading travel analytics firms that provides investment firms with alternative and predictive data on the travel industry. Data is offered both on the demand and the offer-side of the aviation market.

Actual Air Reservations is an aggregation of flight bookings made via the Global Distribution Systems. Exclusive agreements make that global travel data is available, including regions that are generally difficult to track. This data contains valuable insights into the profile, behaviour, and impact of events on past, present and future air travellers.

Seat Capacity provides insights into the scheduled flights from 99% of global commercial airlines.

Financial institutions use this data for artificial intelligence and predictive models to forecast the performances of businesses. Combined, the datasets can provide insights into the financial health of businesses operating in the travel and tourism industry. This list contains companies like airlines, airplane leasing companies, oil companies, hotels and travel agencies.